One of the smallest of the robo-advisors (United Income) has some of the biggest backers (Morningstar's chairman and eBay's founder) and a veteran (HelloWallet) CEO. RIJ asked United Income to create an income plan for the M.T. Knestors. Here's the plan that UI cooked up.

After five years of pitching their idea for automatically moving assets from one 401(k) plan to the next when a worker changes jobs, Retirement Clearinghouse this week received the Department of Labor ruling that the project required.

So far in November, three variable annuity sellers, including Commonwealth Financial, have filed federal class action lawsuits against Ohio National Life, which this fall left the annuity business and cancelled further payment of agent trail commissions on still-active VA contracts.

The latest issue of The Cerulli Edge-U.S. Retail Investor Edition details the efforts of 10 of the leading digital-focused financial advice platforms in establishing brand awareness among retail investors.

COVER STORIES YOU MAY HAVE MISSED

As the next Ways & Means chairman, the liberal Massachusetts congressman won't just be the gatekeeper of retirement legislation. He’s also the only legislator who can ask for President Trump’s tax returns. Bills that...

The ghost of demutualization haunts much of the annuity industry today. But that topic was not on the agenda of the annual LIMRA conference in New York earlier this week (Photo: Former FBI director James...

Data Connection

Retirement Income Journal is a weekly, digital-only business-to-business news publication and website for life insurers, asset managers, financial advisors, academics, attorneys, regulators and technology firms worldwide whose products and services help Baby Boomers convert their savings to lifetime income. Established in 2009 and produced by "Annuities for Dummies" author Kerry Pechter, it reaches 7,000 online readers 48 times a year.